We're excited to share the latest updates in Data Solutions Release 25.7, which include expanded integration capabilities and improvements that enhance system reliability and user experience. These updates are automatically applied, with no manual installation required. Ensure you are on the latest version to access all features. Contact our Support team if you need assistance.
Enhancements
Black Diamond Integration
We are excited to introduce new data points for Reporting Targets that can now be imported through the Black Diamond Integration to Engage. Target ID and Target Name from the Portfolio level can be mapped and displayed in Engage. This enhancement enables more robust reporting and tracking of portfolio targets in Engage, improving visibility and alignment with client objectives. Contact our Support team for assistance.
MoneyGuidePro
We have updated the Data Mappings Entity Configuration for MoneyGuidePro to only require Primary and Secondary Contact mapping for the Household/Relationship entity.
Fixes
Multiple Integrations
- Resolved an issue with Asset Class mapping causing an error when missing. Asset Class is no longer a required mapping.
Orion
- Resolved an issue where Asset Allocation was not properly calculating.
- Resolved an issue with login button returning an error.
Schwab
- Resolved an issue with Schwab's persistent data enrollment not functioning.
Version 3.15.15744.16058
Release Date: December 11, 2025
